KKR icon

KKR & Co
KKR

Overview Fund Activity

1,273 hedge funds and large institutions have $60.5B invested in KKR & Co in 2025 Q1 according to their latest regulatory filings, with 163 funds opening new positions, 508 increasing their positions, 435 reducing their positions, and 178 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,273
Holders Change
-41
Holders Change %
-3.12%
% of All Funds
17.29%
Holding in Top 10
36
Holding in Top 10 Change
-18
Holding in Top 10 Change %
-33.33%
% of All Funds
0.49%
New
163
Increased
508
Reduced
435
Closed
178
Calls
$645M
Puts
$915M
Net Calls
-$270M
Net Calls Change
-$158M

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$498M
2
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
+$276M
3
Amundi
Amundi
France
+$250M
4
Goldman Sachs
Goldman Sachs
New York
+$228M
5
Fidelity Investments
Fidelity Investments
Massachusetts
+$224M

Top Sellers

1
Capital World Investors
Capital World Investors
California
-$877M
2
Capital International Investors
Capital International Investors
California
-$748M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$467M
4
GQG Partners
GQG Partners
Florida
-$326M
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$227M
Name Holding Trade Value Shares
Change 		Shares
Change %
MCM
1176
MV Capital Management
Maryland
$24.2K -$2.2K -19 -8%
ABWM
1177
Alpine Bank Wealth Management
Colorado
$23.6K +$23.6K +204 New
CBT
1178
Crews Bank & Trust
Florida
$23.6K – – –
AT
1179
Arlington Trust
Alabama
$23.1K +$19.4K +168 +525%
PB
1180
Pinnacle Bancorp
Nebraska
$22.9K -$2.66K -23 -10%
HDIM
1181
Hanson & Doremus Investment Management
Vermont
$21K – – –
PGAM
1182
Princeton Global Asset Management
New Jersey
$19.2K -$49.2K -426 -72%
FMP
1183
Financial Management Professionals
Texas
$17K +$8.67K +75 +104%
AWM
1184
Abound Wealth Management
Tennessee
$16.5K -$1.97K -17 -11%
NC
1185
NewSquare Capital
Pennsylvania
$16.3K +$11.8K +102 +262%
AWM
1186
Accredited Wealth Management
Kentucky
$16.2K +$16.2K +140 New
CWA
1187
Carolina Wealth Advisors
South Carolina
$15.5K – – –
AWM
1188
Atticus Wealth Management
Florida
$15.4K – – –
MA
1189
MCF Advisors
Kentucky
$15.1K – – –
AEPWM
1190
Atlantic Edge Private Wealth Management
Florida
$15K +$15K +130 New
CAL
1191
Capital Advisors Ltd
Ohio
$15K -$2.73K -24 -15%
BGC
1192
Beutel, Goodman & Co
Ontario, Canada
$14K +$14K +125 New
IA
1193
IFS Advisors
Kansas
$13.8K – – –
JWA
1194
JFS Wealth Advisors
Pennsylvania
$13.4K +$231 +2 +2%
CFD
1195
Creative Financial Designs
Indiana
$13.4K +$807 +7 +6%
HWP
1196
Highline Wealth Partners
California
$11.4K +$462 +4 +4%
CJH
1197
Christopher J. Hasenberg
Wisconsin
$11K – – –
WA
1198
Whipplewood Advisors
Colorado
$10.3K -$24.9K -63 -71%
MMCM
1199
Murphy & Mullick Capital Management
New York
$10.3K – – –
CT
1200
Colonial Trust
South Carolina
$9.4K -$4.13K -36 -31%
46 47
48
49 50